Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HIGHLAND CONSULTING Service code 16 · EIN 34-1753575 | Consulting | $176,116 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $35,882 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,703 |
Service code 28 · EIN 56-1312015 | Investment Management | $14,087 |
VERITY ASSET MANAGEMENT, INC.8+ years Service code 28 · EIN 56-1981693 | Investment Management | $5,897 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,895 | $98,780-4.9% | $60,919+54.1% | $77,906+20.5% |
| Participation rate | 97.4% | 76.7%+20.8pp | 73.1%+24.3pp | 73.7%+23.7pp |
| Annual return | -11.48% | -11.56%+0.1pp | 16.98%-28.5pp | 12.16%-23.6pp |
| Employer contribution / active EE | $4,978 | $3,605+38.1% | $2,704+84.1% | $2,846+74.9% |
| Participant deferral / active EE | $2,492 | $4,200-40.7% | $3,814-34.7% | $4,805-48.1% |
| Admin fee / account holder | $88 | $89-0.7% | $3,226-97.3% | $133-33.6% |